Sri Sai Bala Vignesh Venkatesh
Bengaluru
Summary
Dynamic Territory Portfolio Manager at ICICI Home Loans with expertise in loan assessment and processing. Proven problem solver skilled in Power BI and Tableau dashboards, enhancing operational efficiency. Adept at analyzing customer needs and driving satisfaction through effective communication, consistently achieving timely loan approvals.
Overview
8
8
years of professional experience
3
3
Certification
Work History
Territory Portfolio Manager
ICICI HOME LOANS
Chennai
03.2024 - 10.2024
- Reviewed client documentation and contracts, identifying discrepancies and errors.
- Analyzed customer loan requests, recommending approvals or denials based on thorough assessments.
- Collaborated with cross-functional teams to expedite loan approvals and enhance efficiency.
- Resolved issues promptly, demonstrating strong problem-solving skills.
- Engaged customers effectively, utilizing strong interpersonal skills in conversations.
- Accurately completed daily responsibilities to ensure operational continuity.
Operations Specialist
Vivriti Capital Private Limited
Chennai
12.2021 - 02.2024
- Conducted regular reviews of operational procedures to ensure compliance with company standards.
- Analyzed customer feedback to improve operations processes and increase customer satisfaction.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
Senior Analyst-Retail Banking
HDFC HOME LOANS
Chennai
06.2019 - 08.2020
- Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.
- Collaborated with company teams to expedite loan approval processes.
- Reviewed loan applications for accuracy and completeness.
Junior Officer-Retail Banking
Lakshmi Vilas Bank
Chennai
02.2017 - 05.2019
- Reviewed loan applications and credit documents to determine customer eligibility for loans.
- Updated client account information and records in company databases.
- Analyzed borrower's financial data including income, assets, debts, expenses, and other liabilities prior to approving a loan application.
Education
MBA - Finance
Pondicherry University
Chennai04-2017
B.Com(Honours) - Commerce
Sri Sathya Sai Institute of Higher Learning
Ananthapur04-2014
Skills
- Power BI and Tableau dashboards
- Microsoft SQL
- Advanced Excel
- Loan assessment and processing
- Problem solving
Affiliations
- Good in Music
- Good Mother
Accomplishments
- Many Prizes for Music
- Hikes and Promotion in company
Certification
- Investment Banking Certification from IMARTICUS
- Business Analyst and digital Marketing Certification from GUVI
- BA in Hindi from Hindi Prachar Sabha
Languages
Telugu
First Language
English
Intermediate (B1)
B1
Tamil
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1
Malayalam
Beginner
A1
Timeline
Territory Portfolio Manager
ICICI HOME LOANS
03.2024 - 10.2024
Operations Specialist
Vivriti Capital Private Limited
12.2021 - 02.2024
Senior Analyst-Retail Banking
HDFC HOME LOANS
06.2019 - 08.2020
Junior Officer-Retail Banking
Lakshmi Vilas Bank
02.2017 - 05.2019
MBA - Finance
Pondicherry University
B.Com(Honours) - Commerce
Sri Sathya Sai Institute of Higher Learning
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
HybridImportant To Me
Work-life balanceFlexible work hoursWork from home optionCareer advancementInterests
Business analyst
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
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